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K2's Excel Tips, Tricks, and Techniques for Accountants

  • 06/21/2023
  • 9:00 AM - 4:30 PM
  • Webinar - K2



Excel is the accountant’s tool of choice for analyzing and reporting financial data, yet many use time-consuming and error-prone processes to complete everyday tasks. Regardless of your experience level, if you use Excel, you need this course to learn more efficient and effective ways to work with Excel. In this course, you will discover countless tips, tricks, and techniques to improve your general level of productivity, reduce the amount of time you spend on mundane tasks, such as formatting, and customize Excel for greater accuracy and efficiency. You will also learn valuable formula-building skills, best practices for linking Excel data from other worksheets and workbooks, and how to streamline report generation and printing processes.

Your K2 instructor will reinforce key learning points throughout the program with practical, real-world examples to improve your understanding and comprehension of the topics presented. This highly acclaimed course draws on over twenty-five years of experience delivering spreadsheet training to accounting and financial professionals, assuring you of the relevance and usefulness of the information and guidance provided during the program.

Learning Objectives:

• Implement tools and techniques for formatting data in Excel, including multiline column headings, the Accounting Format, custom date and number formats, and Conditional Formatting

• Customize Excel’s user environment, including the Ribbon and the Quick Access Toolbar, adjust Excel’s Options to improve efficiency, and create and use Templates to increase efficiency and productivity

• Utilize various formula-building tools to create formulas more efficiently and create multiple types of formulas, including formulas to manipulate text and dates, formulas containing XLOOKUP functions, formulas that contain conditional calculations, and formulas that contain circular references

• Link data across multiple Excel worksheets and workbooks, update and manage links, and create sum-through formulas and rolling reports

Major Topics: 

• Fundamental Excel techniques all accounting and financial professionals should know and use

• Creating date-based calculations in Excel

• How to create Excel templates

• Key options you should enable in Excel

• Linking data in Excel

CPE credit: Recommended for 4 hours of Accounting and 4 hours Computer Software and Applications

Prerequisites: Fundamental knowledge of Microsoft Office Excel 2019 or newer

Program level: Intermediate

Instructor: Steve Yoss

Who should attend:  Accounting and financial professionals who want to learn how to use Excel more efficiently and effectively

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